STRATEGY STUDIO / PUBLIC DATA EXPLORER

HISTORIC MADISON INC

Cite this

Plain text HISTORIC MADISON INC. Strategy Studio, nonprofit organization profile, tax years 2016–2024. https://strategystudio.org/org/351339655. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). HISTORIC MADISON INC [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/351339655

MLA “HISTORIC MADISON INC.” Strategy Studio, tax years 2016–2024, https://strategystudio.org/org/351339655. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2016–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $420K · expenses $76K · assets $1.4M

EIN
35-1339655
Address
301 W 2ND ST, MADISON, IN 47250-3741
Website
HISTORICMADISONINC.COM
NTEE code
A82Z
Subsection
501(c)(3)
Ruling year
1963
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PRESERVE HISTORIC BUILDINGS AND EDUCATE THE PUBLIC ABOUT HISTORIC ARCHITECTURE.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
John Staicer PRESIDENT/ E2016-2024 $79,251$632,311 2

Officers and directors, no compensation reported

24 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Merritt Alcorn CHAIR EMERIT2016-2024 Not reported $0 reported 2
Jessica Butler DIRECTOR2019-2024 Not reported $0 reported 3
Lisa Cutshall VICE-PRESIDE2019-2024 Not reported $0 reported 2
Dr Thomas Eckert DIRECTOR2016-2024 Not reported $0 reported 2
John Galvin PRESIDENT EM2016-2024 Not reported $0 reported 2
Maria Grote DIRECTOR2024 Not reported $0 reported 2
Heidi Kendall-Sage DIRECTOR2021-2024 Not reported $0 reported 2
Kelly Lambert DIRECTOR2016-2024 Not reported $0 reported 2
John Muessel TREASURER2016-2024 Not reported $0 reported 2
Chuck Requet DIRECTOR2021-2024 Not reported $0 reported 2
Austin Sims DIRECTOR2021-2024 Not reported $0 reported 2
Tony Steinhardt DIRECTOR2024 Not reported $0 reported 2
Kevin Yancey CHAIR2016-2024 Not reported $0 reported 2
Greg Ziesmer DIRECTOR2016-2024 Not reported $0 reported 2
Molly Dodge (former) DIRECTOR2016-2023 Not reported $0 reported 4
Jon Smith (former) DIRECTOR2020-2023 Not reported $0 reported 2
Jill Wiest (former) SECRETARY2016-2023 Not reported $0 reported 2
Valecia Crisafulli (former) DIRECTOR2016-2020 Not reported $0 reported 4
Dave Dionne (former) DIRECTOR2017-2020 Not reported $0 reported 2
Donald Smith (former) DIRECTOR2016-2019 Not reported $0 reported 2
Andrew Forrester (former) SECRETARY2016-2018 0 $0 reported 2
Dr Robert Canida (former) VICE PRESIDE2016-2018 0 $0 reported 2
Margaret Seifert-Russell (former) DIRECTOR2016-2018 0 $0 reported 2
Kevin Harrell (former) DIRECTOR2016 Not reported $0 reported 2

People by year

2024 · 15 people listed · 1 paid, $79K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN STAICER PRESIDENT/ E- $0$73,727$5,524 $79,2512
MERRITT ALCORN CHAIR EMERIT- $0$0$0 $02
JESSICA BUTLER DIRECTOR- $0$0$0 $03
LISA CUTSHALL VICE-PRESIDE- $0$0$0 $02
DR THOMAS ECKERT DIRECTOR- $0$0$0 $02
JOHN GALVIN PRESIDENT EM- $0$0$0 $02
MARIA GROTE DIRECTOR- $0$0$0 $02
HEIDI KENDALL-SAGE DIRECTOR- $0$0$0 $02
KELLY LAMBERT DIRECTOR- $0$0$0 $02
JOHN MUESSEL TREASURER- $0$0$0 $02
CHUCK REQUET DIRECTOR- $0$0$0 $02
AUSTIN SIMS DIRECTOR- $0$0$0 $02
TONY STEINHARDT DIRECTOR- $0$0$0 $02
KEVIN YANCEY CHAIR- $0$0$0 $02
GREG ZIESMER DIRECTOR- $0$0$0 $02
2023 · 16 people listed · 1 paid, $73K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN STAICER PRESIDENT/ E- $0$68,081$5,224 $73,3052
MERRITT ALCORN CHAIR EMERIT- $0$0$0 $02
JESSICA BUTLER DIRECTOR- $0$0$0 $03
LISA CUTSHALL VICE-PRESIDE- $0$0$0 $02
MOLLY DODGE DIRECTOR- $0$0$0 $04
DR THOMAS ECKERT DIRECTOR- $0$0$0 $02
JOHN GALVIN PRESIDENT EM- $0$0$0 $02
HEIDI KENDALL-SAGE DIRECTOR- $0$0$0 $02
KELLY LAMBERT DIRECTOR- $0$0$0 $02
JOHN MUESSEL TREASURER- $0$0$0 $02
CHUCK REQUET DIRECTOR- $0$0$0 $02
AUSTIN SIMS DIRECTOR- $0$0$0 $02
JON SMITH DIRECTOR- $0$0$0 $02
JILL WIEST SECRETARY- $0$0$0 $02
KEVIN YANCEY CHAIR- $0$0$0 $02
GREG ZIESMER DIRECTOR- $0$0$0 $02
2022 · 16 people listed · 1 paid, $75K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN STAICER PRESIDENT/ E- $0$58,547$16,900 $75,4472
MERRITT ALCORN CHAIR EMERIT- $0$0$0 $02
JESSICA BUTLER DIRECTOR- $0$0$0 $03
LISA CUTSHALL VICE-PRESIDE- $0$0$0 $02
MOLLY DODGE DIRECTOR- $0$0$0 $04
DR THOMAS ECKERT DIRECTOR- $0$0$0 $02
JOHN GALVIN PRESIDENT EM- $0$0$0 $02
HEIDI KENDALL-SAGE DIRECTOR- $0$0$0 $02
KELLY LAMBERT DIRECTOR- $0$0$0 $02
JOHN MUESSEL TREASURER- $0$0$0 $02
CHUCK REQUET DIRECTOR- $0$0$0 $02
AUSTIN SIMS DIRECTOR- $0$0$0 $02
JON SMITH DIRECTOR- $0$0$0 $02
JILL WIEST SECRETARY- $0$0$0 $02
KEVIN YANCEY CHAIR- $0$0$0 $02
GREG ZIESMER DIRECTOR- $0$0$0 $02
2021 · 16 people listed · 1 paid, $69K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN STAICER PRESIDENT/ E- $0$66,434$2,680 $69,1142
MERRITT ALCORN DIRECTOR- $0$0$0 $02
JESSICA BUTLER DIRECTOR- $0$0$0 $03
LISA CUTSHALL DIRECTOR- $0$0$0 $02
MOLLY DODGE CHAIRMAN- $0$0$0 $04
DR THOMAS ECKERT DIRECTOR- $0$0$0 $02
JOHN GALVIN DIRECTOR- $0$0$0 $02
HEIDI KENDALL-SAGE DIRECTOR- $0$0$0 $02
KELLY LAMBERT DIRECTOR- $0$0$0 $02
JOHN MUESSEL TREASURER- $0$0$0 $02
CHUCK REQUET DIRECTOR- $0$0$0 $02
AUSTIN SIMS DIRECTOR- $0$0$0 $02
JON SMITH DIRECTOR- $0$0$0 $02
JILL WIEST SECRETARY- $0$0$0 $02
KEVIN YANCEY VICE PRESIDE- $0$0$0 $02
GREG ZIESMER DIRECTOR- $0$0$0 $02
2020 · 15 people listed · 1 paid, $66K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN STAICER PRESIDENT/ E1 $0$60,186$5,575 $65,7612
MERRITT ALCORN DIRECTOR- $0$0$0 $02
JESSICA BUTLER DIRECTOR- $0$0$0 $03
VALECIA CRISAFULLI DIRECTOR- $0$0$0 $04
LISA CUTSHALL DIRECTOR- $0$0$0 $02
DAVE DIONNE DIRECTOR- $0$0$0 $02
MOLLY DODGE CHAIRMAN- $0$0$0 $04
DR THOMAS ECKERT DIRECTOR- $0$0$0 $02
JOHN GALVIN DIRECTOR- $0$0$0 $02
KELLY LAMBERT DIRECTOR- $0$0$0 $02
JOHN MUESSEL TREASURER- $0$0$0 $02
JON SMITH DIRECTOR- $0$0$0 $02
JILL WIEST SECRETARY- $0$0$0 $02
KEVIN YANCEY VICE PRESIDE- $0$0$0 $02
GREG ZIESMER DIRECTOR- $0$0$0 $02
2019 · 15 people listed · 1 paid, $65K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN STAICER PRESIDENT/ E1 $0$53,247$11,699 $64,9462
MERRITT ALCORN DIRECTOR- $0$0$0 $02
JESSICA BUTLER DIRECTOR- $0$0$0 $03
VALECIA CRISAFULLI DIRECTOR- $0$0$0 $04
LISA CUTSHALL DIRECTOR- $0$0$0 $02
DAVE DIONNE DIRECTOR- $0$0$0 $02
MOLLY DODGE CHAIRMAN- $0$0$0 $04
DR THOMAS ECKERT DIRECTOR- $0$0$0 $02
JOHN GALVIN DIRECTOR- $0$0$0 $02
KELLY LAMBERT DIRECTOR- $0$0$0 $02
JOHN MUESSEL TREASURER- $0$0$0 $02
DONALD SMITH DIRECTOR- $0$0$0 $02
JILL WIEST DIRECTOR- $0$0$0 $02
KEVIN YANCEY DIRECTOR- $0$0$0 $02
GREG ZIESMER DIRECTOR- $0$0$0 $02
2018 · 16 people listed · 1 paid, $69K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN STAICER PRESIDENT/ E40 $0$56,487$12,352 $68,8392
MERRITT ALCORN DIRECTOR0 $0$0$0 $02
DAVE DIONNE DIRECTOR0 $0$0$0 $02
VALECIA CRISAFULLI DIRECTOR0 $0$0$0 $04
JOHN MUESSEL TREASURER0 $0$0$0 $02
JOHN GALVIN DIRECTOR0 $0$0$0 $02
DR THOMAS ECKERT DIRECTOR0 $0$0$0 $02
ANDREW FORRESTER SECRETARY0 $0$0$0 $02
DONALD SMITH DIRECTOR0 $0$0$0 $02
DR ROBERT CANIDA VICE PRESIDE0 $0$0$0 $02
JILL WIEST DIRECTOR0 $0$0$0 $02
KEVIN YANCEY DIRECTOR0 $0$0$0 $02
MOLLY DODGE CHAIRMAN0 $0$0$0 $04
MARGARET SEIFERT-RUSSELL DIRECTOR0 $0$0$0 $02
GREG ZIESMER DIRECTOR0 $0$0$0 $02
KELLY LAMBERT DIRECTOR0 $0$0$0 $02
2017 · 16 people listed · 1 paid, $68K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN STAICER PRESIDENT/ E40 $0$56,487$11,742 $68,2292
MERRITT ALCORN CHAIRMAN OF- $0$0$0 $02
DAVE DIONNE DIRECTOR- $0$0$0 $02
VALECIA CRISAFULLI DIRECTOR- $0$0$0 $04
JOHN MUESSEL TREASURER- $0$0$0 $02
JOHN GALVIN DIRECTOR- $0$0$0 $02
DR THOMAS ECKERT DIRECTOR- $0$0$0 $02
ANDREW FORRESTER DIRECTOR- $0$0$0 $02
DONALD SMITH DIRECTOR- $0$0$0 $02
DR ROBERT CANIDA VICE PRESIDE- $0$0$0 $02
JILL WIEST DIRECTOR- $0$0$0 $02
KEVIN YANCEY DIRECTOR- $0$0$0 $02
MOLLY DODGE SECRETARY- $0$0$0 $04
MARGARET SEIFERT-RUSSELL DIRECTOR- $0$0$0 $02
GREG ZIESMER DIRECTOR- $0$0$0 $02
KELLY LAMBERT DIRECTOR- $0$0$0 $02
2016 · 16 people listed · 1 paid, $67K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN STAICER PRESIDENT/ E40 $0$56,560$10,859 $67,4192
MERRITT ALCORN CHAIRMAN OF- $0$0$0 $02
KEVIN HARRELL DIRECTOR- $0$0$0 $02
VALECIA CRISAFULLI DIRECTOR- $0$0$0 $04
JOHN MUESSEL TREASURER- $0$0$0 $02
JOHN GALVIN DIRECTOR- $0$0$0 $02
DR THOMAS ECKERT DIRECTOR- $0$0$0 $02
ANDREW FORRESTER DIRECTOR- $0$0$0 $02
DONALD SMITH DIRECTOR- $0$0$0 $02
DR ROBERT CANIDA VICE PRESIDE- $0$0$0 $02
JILL WIEST DIRECTOR- $0$0$0 $02
KEVIN YANCEY DIRECTOR- $0$0$0 $02
MOLLY DODGE SECRETARY- $0$0$0 $04
MARGARET SEIFERT-RUSSELL DIRECTOR- $0$0$0 $02
GREG ZIESMER DIRECTOR- $0$0$0 $02
KELLY LAMBERT DIRECTOR- $0$0$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$419,926$76,172 $1,421,694$1,420,694 $307,360$2,804 -0100
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$145,784$61,350 $1,158,247$1,157,247 $117,157$3,972 -0100
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$203,087$116,975 $1,099,988$1,084,819 $169,369$0 -0100
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$107,824$66,327 $1,002,352$1,002,352 $99,073$250 -0100
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$96,250$58,175 $944,211$944,211 $84,842$0 -0100
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$87,514$80,412 $868,982$868,982 $70,996$0 -0100
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$118,884$96,556 $911,398$911,398 $100,894$0 -0100
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$562,015$68,759 $882,890$866,634 $554,994$0 -0100
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$217,843$73,825 $2,063,506$1,893,815 $195,141$1,812 -0100

Funders of this organization

12 grantors reported grants to this organization, $702,837 in all, tax years 2011 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
JEFFRIS FAMILY FOUNDATION LTD Private foundation Fuzzy filed as “HISTORIC MADISON INC” 2016 1$375,000 2016$375,000
show
COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC DAF sponsor Exact 2011, 2013-2015 4$81,629 2015$52,975
show
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor Exact 2022-2024 3$77,408 2024$44,908
show
THE COMMUNITY FOUNDATION OF LOUISVILLE CORPORATE DEPOSITORY IN DAF sponsor Exact 2014 1$50,000 2014$50,000
show
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor Exact 2015, 2017, 2019, 2023-2024 5$47,500 2024$10,000
show
INDIANA HUMANITIES COUNCIL INC Public charity Exact 2019-2020 2$25,000 2020$20,000
show
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor Exact 2024 1$19,000 2024$19,000
show
CENTRAL INDIANA COMMUNITY FOUNDATION INC DAF sponsor Exact 2020 1$15,000 2020$15,000
show
ARVIN SANGO FOUNDATION INC Private foundation Fuzzy filed as “HISTORIC MADISON INC” 2020-2024 5$7,000 2024$1,000
show
REPP ASSOCIATES FOUNDATION Private foundation Fuzzy filed as “HISTORIC MADISON INC” 2019, 2021-2025 6$3,200 2025$500
show
CHURCH MUTUAL INSURANCE COMPANY FOUNDATION INC Private foundation Fuzzy filed as “HISTORIC MADISON INC” 2024 1$1,100 2024$1,100
show
RESSLER FAMILY CHARIT FOUNDATION TR 102794 Private foundation Fuzzy filed as “HISTORIC MADISON INC” 2024 1$1,000 2024$1,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BROWN COUNTY HISTORICAL SOCIETY INCINA82 $219,590$190,415 RECORDING SECRETARY$0 Same NTEE code A82, revenue within 2x, same state
HOWARD COUNTY HISTORICAL SOCIETY INCINA82 $309,758$325,368 PRESIDENT$0 Same NTEE code A82, revenue within 2x, same state
BARTHOLOMEW COUNTY HISTORICAL SOCIETYINA82 $422,075$308,998 EXECUTIVE DIRECTOR$68,664 Same NTEE code A82, revenue within 2x, same state
WHITE RIVER VALLEY ANTIQUE ASSOCIATION INCINA82 $375,087$207,962 VICE PRESIDE$0 Same NTEE code A82, revenue within 2x, same state
LA PORTE COUNTY HISTORICAL STEAM SOCIETY INCINA82 $416,851$319,598 GENERAL MANA$87,208 Same NTEE code A82, revenue within 2x, same state
REITZ HOME PRESERVATION SOCIETY INCINA82 $303,912$235,780 PRESIDENT$0 Same NTEE code A82, revenue within 2x, same state
NORTHERN INDIANA HISTORICAL SOCIETY FOUNDATIONINA82 $423,908$397,435 EXECUTIVE DI$80,777 Same NTEE code A82, revenue within 2x, same state
MEMORIAL OPERA HOUSE FOUNDATION INCINA82 $243,315$220,627 CHAIR$0 Same NTEE code A82, revenue within 2x, same state
WAYNE MONTGOMERY OLD PATHS TRACT SOCIETYINA82 $644,315$666,932 Board Member$41,254 Same NTEE code A82, revenue within 2x, same state
LANGUAGE CONSERVANCYINA82 $831,636$1,305,225 ADMINISTRATI$0 Same NTEE code A82, revenue within 2x, same state
CHIPPEWA COUNTY HISTORICAL SOCIETY INCMNA82 $215,141$164,406 EXECUTIVE DI$39,640 Same NTEE code A82, revenue within 2x, similar mission
HISTORIC MANASSAS INCVAA82 $663,420$676,241 Former-Executive Director$121,000 Same NTEE code A82, revenue within 2x, similar name
CHAPPELL HILL HISTORICAL SOCIETYTXA82 $338,640$366,144 VICE PRESIDENT$0 Same NTEE code A82, revenue within 2x, similar mission
HISTORIC AUGUSTA INCGAA82 $446,258$468,501 EXECUTIVE DI$88,726 Same NTEE code A82, revenue within 2x, similar name
SAINT AUGUSTINE HISTORICAL SOCIETYFLA82 $735,401$783,906 Executive Dir.$0 Same NTEE code A82, revenue within 2x, similar mission
HISTORIC BOULDER INCCOA82 $325,467$146,493 EXECUTIVE DI$42,120 Same NTEE code A82, revenue within 2x, similar name
BUFFALO COUNTY HISTORICAL SOCIETYNEA82 $338,088$316,658 DIRECTOR$0 Same NTEE code A82, revenue within 2x, similar mission
MASON COUNTY HISTORICAL SOCIETY INCMIA82 $632,155$853,168 PRESIDENT$0 Same NTEE code A82, revenue within 2x, similar name
LITTLE COMPTON HISTORICAL SOCIETY INCRIA82 $317,449$390,040 Executive Director$90,926 Same NTEE code A82, revenue within 2x, similar mission
LOMBARD HISTORICAL SOCIETY INCILA82 $502,459$570,751 COSTANZO$68,303 Same NTEE code A82, revenue within 2x, similar mission
HISTORIC HOPEWELL FOUNDATION INCVAA82 $351,791$116,447 President$0 Same NTEE code A82, revenue within 2x
HISTORIC WACO FOUNDATION INCTXA82 $441,403$499,150 Executive Direc$60,000 Same NTEE code A82, revenue within 2x
SANTA MONICA HISTORICAL SOCIETY INCCAA82 $368,091$753,414 PRESIDENT$0 Same NTEE code A82, revenue within 2x, similar mission
PORTAGE COUNTY HISTORICAL SOCIETY INCWIA82 $340,193$341,518 EXECUTIVE DIRECTOR$50,483 Same NTEE code A82, revenue within 2x, similar mission
HISTORIC VIENNA INCVAA82 $375,493$110,862 President$0 Same NTEE code A82, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
HERITAGE FUND OF BARTHOLOMEW COUNTY INC DAF sponsor$2,323,66213 12012–2024 BARTHOLOMEW COUNTY HISTORICAL SOCIETY
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC DAF sponsor$2,133,45515 12010–2024 OUTAGAMIE COUNTY HISTORICAL SOCIETY INC
GRIMSHAW GUDEWICZ CHARITABLE FOUNDATION Private foundation$1,807,50016 12010–2025 FREETOWN HISTORICAL SOCIETY INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,444,03075 252016–2024 CASTINE HISTORICAL SOCIETY INC; MEMORIAL OPERA HOUSE FOUNDATION INC; BOULDER HISTORICAL SOCIETY INC; HISTORIC SOUTHWEST OHIO INC and 21 more
MUSKEGON COUNTY COMMUNITY FOUNDATION DAF sponsor$1,291,57912 12011–2024 MASON COUNTY HISTORICAL SOCIETY INC
W K KELLOGG FOUNDATION Private foundation$1,108,2009 32013–2024 MICHIGAN HISTORY FOUNDATION INC; LANGUAGE CONSERVANCY; HISTORIC NATCHEZ FOUNDATION
MINNESOTA COMMUNITY FOUNDATION DAF sponsor$874,97233 42010–2019 MORRISON COUNTY HISTORICAL SOCIETY; COOK COUNTY HISTORICAL SOCIETY; CARVER COUNTY HISTORICAL SOCIETY INC; MARTIN COUNTY HISTORICAL SOCIETY
COLORADO GIVES FOUNDATION DAF sponsor$808,90034 32010–2024 BOULDER HISTORICAL SOCIETY INC; GRAND COUNTY HISTORICAL ASSOCIATION; HISTORIC BOULDER INC
RUTH ST JOHN & JOHN DUNHAM WEST FOUNDATION INC Private foundation$791,10016 12020–2025 MANITOWOC COUNTY HISTORICAL SOCIETY
DONOR ADVISED CHARITABLE GIVING DAF sponsor$789,72740 192014–2024 SAUK COUNTY HISTORICAL SOCIETY INC; HISTORIC SOUTHWEST OHIO INC; GRAND COUNTY HISTORICAL ASSOCIATION; BOULDER HISTORICAL SOCIETY INC and 15 more
WACO FOUNDATION DAF sponsor$683,40716 12011–2024 HISTORIC WACO FOUNDATION INC
COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INCORPORATED DAF sponsor$652,11814 12011–2024 HISTORICAL SOCIETY OF FREDERICK COUNTY INC
THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC DAF sponsor$611,14121 22014–2024 ALBANY COUNTY HISTORICAL ASSOC INC; HISTORIC CHERRY HILL
FOUNDATION FOR THE CAROLINAS DAF sponsor$606,52910 12015–2024 HISTORIC SALISBURY FOUNDATION INC
NORTH CAROLINA COMMUNITY FOUNDATION INC DAF sponsor$569,6956 12018–2024 MURFREESBORO HISTORICAL ASSN INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $76,172 spent · pay $0 · grants $1,000 · events $9,898
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $25,067-$25,067- 32.9%
Depreciation and depletion $11,794$7,201$4,593- 15.5%
Insurance $7,794$7,404$390- 10.2%
Other (as described)REPAIR & MAINT - GEN $7,486$7,112$374- 9.8%
Other (as described)MISC DISBURSEMENT - GENER $4,966$2,483$1,490$993 6.5%
Occupancy $4,595$4,366$229- 6.0%
Office expenses $3,655$2,192$1,097$366 4.8%
Other (as described)FEES & LICENSES - HMI $2,988-$2,988- 3.9%
Other (as described)REPAIT/MAINT - T/H GARDEN $2,574$2,445$129- 3.4%
All other expenses $2,129$1,845$284- 2.8%
Advertising and promotion $1,523$761$305$457 2.0%
Grants to US individuals $1,000$1,000-- 1.3%
Fees: management $601-$601- 0.8%
Fundraising events Eventdirect expenses; gross income $27,813$9,898reported apart
Total$76,172100%

View the filing

2023 · Form 990 · $61,350 spent · pay $0 · grants $1,000 · events $10,502
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $19,680-$19,680- 32.1%
Depreciation and depletion $10,042$5,450$4,592- 16.4%
Other (as described)REPAIR & MAINT - GEN $6,003$5,703$300- 9.8%
Occupancy $5,290$5,026$264- 8.6%
Insurance $4,808$4,568$240- 7.8%
Advertising and promotion $4,075$2,037$815$1,223 6.6%
Office expenses $4,067$2,440$1,220$407 6.6%
Other (as described)MISC DISBURSEMENT - GENER $2,518$1,259$755$504 4.1%
Other (as described)REPAIT/MAINT - T/H GARDEN $1,605$1,525$80- 2.6%
Other (as described)FEES & LICENSES - HMI $1,139$57$1,082- 1.9%
Grants to US individuals $1,000$1,000-- 1.6%
All other expenses $575$390$185- 0.9%
Fees: management $548-$548- 0.9%
Fundraising events Eventdirect expenses; gross income $31,300$10,502reported apart
Total$61,350100%

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2022 · Form 990 · $116,975 spent · pay $0 · grants $1,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $46,567-$46,567- 39.8%
Fees: accounting $19,053-$19,053- 16.3%
Other (as described)MISCELLANEOUS $10,962$5,481$3,289$2,192 9.4%
Depreciation and depletion $9,336$4,744$4,592- 8.0%
Other (as described)REPAIRS AND MAINTENANCE $8,279$7,865$414- 7.1%
Other (as described)SUPPLIES $7,834$5,484$2,350- 6.7%
Occupancy $6,652$6,319$333- 5.7%
Insurance $3,707$3,522$185- 3.2%
Office expenses $2,426$1,455$728$243 2.1%
Grants to US individuals $1,000$1,000-- 0.9%
Advertising and promotion $527$264$105$158 0.5%
Other (as described)FEES & LICENSES $514-$514- 0.4%
All other expenses $118$82$24$12 0.1%
Fundraising events Eventdirect expenses; gross income $22,039-reported apart
Total$116,975100%

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2021 · Form 990 · $66,327 spent · pay $0 · grants $1,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $19,909-$19,909- 30.0%
Other (as described)REPAIRS AND MAINTENANCE $12,391$11,771$620- 18.7%
Insurance $7,301$6,936$365- 11.0%
Depreciation and depletion $6,909$6,909-- 10.4%
Occupancy $6,482$6,158$324- 9.8%
Other (as described)BAD DEBTS $4,609--$4,609 6.9%
Other (as described)MISCELLANEOUS $4,473$2,236$1,342$895 6.7%
Office expenses $1,579$947$474$158 2.4%
Grants to US individuals $1,000$1,000-- 1.5%
Fees: management $599-$599- 0.9%
Other (as described)SUPPLIES $557$390$167- 0.8%
All other expenses $408$95$303$10 0.6%
Advertising and promotion $110-$110- 0.2%
Total$66,327100%

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2020 · Form 990 · $58,175 spent · pay $0 · grants $1,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $20,535-$20,535- 35.3%
Insurance $11,860$11,267$593- 20.4%
Other (as described)REPAIRS AND MAINTENANCE $9,953$9,455$498- 17.1%
Depreciation and depletion $5,116$5,116-- 8.8%
Occupancy $4,017$3,816$201- 6.9%
Other (as described)MISCELLANEOUS $2,074$1,037$622$415 3.6%
Office expenses $1,371$823$411$137 2.4%
Fees: management $1,040-$1,040- 1.8%
Grants to US individuals $1,000$1,000-- 1.7%
Other (as described)FEES & LICENSES $432-$432- 0.7%
Other (as described)BAD DEBTS $400--$400 0.7%
All other expenses $191$140$51- 0.3%
Advertising and promotion $186$93$37$56 0.3%
Total$58,175100%

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2019 · Form 990 · $80,412 spent · pay $0 · grants $2,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $18,205-$18,205- 22.6%
Insurance $12,179$11,570$609- 15.1%
Fees: management $11,910-$11,910- 14.8%
Other (as described)REPAIRS AND MAINTENANCE $6,676$6,342$334- 8.3%
Depreciation and depletion $6,261$6,261-- 7.8%
Other (as described)MISCELLANEOUS $5,024$2,512$1,507$1,005 6.2%
Occupancy $3,848$3,656$192- 4.8%
Other (as described)FEES & LICENSES $3,820-$3,820- 4.8%
All other expenses $3,342$2,623$530$189 4.2%
Office expenses $3,337$2,002$1,001$334 4.1%
Other (as described)BAD DEBTS $2,900$2,900-- 3.6%
Grants to US individuals $2,000$2,000-- 2.5%
Advertising and promotion $910$455$182$273 1.1%
Total$80,412100%

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2018 · Form 990 · $96,556 spent · pay $0 · grants $6,603 · events $1,359
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)REPAIRS AND MAINTENANCE $23,481$22,307$1,174- 24.3%
Insurance $17,756$16,869$887- 18.4%
Other (as described)MISCELLANEOUS $13,553$6,776$4,066$2,711 14.0%
Grants to US individuals $6,603$6,603-- 6.8%
Fees: management $6,443-$6,443- 6.7%
Depreciation and depletion $6,362$6,362-- 6.6%
Office expenses $5,693$3,416$1,708$569 5.9%
Occupancy $4,736$4,499$237- 4.9%
Other (as described)PRINTING - GENERAL $4,440$4,440-- 4.6%
Other (as described)FEES & LICENSES $3,035$3,035-- 3.1%
Advertising and promotion $2,147$1,074$429$644 2.2%
Fees: accounting $1,515-$1,515- 1.6%
All other expenses $792$679$113- 0.8%
Fundraising events Eventdirect expenses; gross income $10,327$1,359reported apart
Total$96,556100%

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2017 · Form 990 · $68,759 spent · pay $0 · grants $2,000 · events $2,228
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $16,647-$16,647- 24.2%
Insurance $11,817$11,226$591- 17.2%
Office expenses $8,666$5,199$2,600$867 12.6%
Depreciation and depletion $6,356$6,356-- 9.2%
Other (as described)REPAIRS AND MAINTENANCE $4,617$4,386$231- 6.7%
Other (as described)MISCELLANEOUS $4,606$2,303$1,382$921 6.7%
Other (as described)BAD DEBTS $4,000--$4,000 5.8%
Occupancy $3,717$3,531$186- 5.4%
Fees: management $2,232-$2,232- 3.2%
Grants to US individuals $2,000$2,000-- 2.9%
All other expenses $1,651$611$1,040- 2.4%
Other (as described)PRINTING - GENERAL $1,556$1,089$311$156 2.3%
Advertising and promotion $894$447$179$268 1.3%
Fundraising events Eventdirect expenses; gross income $3,522$2,228reported apart
Total$68,759100%

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2016 · Form 990 · $73,825 spent · pay $0 · grants $1,000 · events $6,993
LineAs describedTotalProgramManagementFundraisingShare
Insurance $18,930$17,984$946- 25.6%
Other (as described)MISCELLANEOUS $16,386$8,193$4,916$3,277 22.2%
Fees: accounting $8,424-$8,424- 11.4%
Office expenses $8,190$4,914$2,457$819 11.1%
Depreciation and depletion $6,346$6,346-- 8.6%
Other (as described)REPAIRS AND MAINTENANCE $4,025$3,824$201- 5.5%
Advertising and promotion $3,073$1,536$615$922 4.2%
Occupancy $2,145$2,038$107- 2.9%
Other (as described)DOCENT EXPENSE $1,749$1,749-- 2.4%
Fees: management $1,543-$1,543- 2.1%
Other (as described)FEES & LICENSES $1,185-$1,185- 1.6%
Grants to US individuals $1,000$1,000-- 1.4%
All other expenses $829$580$220$29 1.1%
Fundraising events Eventdirect expenses; gross income $15,308$6,993reported apart
Total$73,825100%

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