MONROE COUNTY HISTORICAL SOCIETY INC Charity Report

Public IRS 990 nonprofit record

MONROE COUNTY HISTORICAL SOCIETY INC

EIN 23-7313245 · Visual Arts (A40)

What they do

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 COUNTYS GENEALOGY, HISTORY and ARTIFACTS to THE STATE of INDIANA and THE UNITED STATES, and THERBY to FOSTER A DEEPER UNDERSTANDING and APPRECIATION of MONROE COUNTYS HISTORY, CULTURE and NATURAL ENVIRONMENT.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $79.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

77.27%of revenue went to mission work79.8% of expenses · Program services

3.49%of revenue went to fundraising3.6% of expenses

$96.83spent for every $100 of revenueRevenue covered expenses this year.

16.07%of revenue went to management and office costs16.6% of expenses

$11.60in assets for every $1 spent this yearSome assets cannot be spent right away.

24.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $70,678 for DANIEL SCHLEGEL JR (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$677,388

Mission workProgram services$523,44877.27% of revenue79.8% of expenses

ManagementOffice and general costs$108,82516.07% of revenue16.6% of expenses

FundraisingAsking for donations$23,6613.49% of revenue3.6% of expenses

Revenue left after expensesReported annual surplus$21,4543.17% of revenueShown in gray on the chart

Total expenses$655,93496.83% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 79.8% mission · 16.6% management · 3.6% fundraisingTotal expenses: 96.83% of revenue

2023Expense mix: 81.9% mission · 14.3% management · 3.8% fundraisingTotal expenses: 38.77% of revenue

2022Expense mix: 80.2% mission · 14.9% management · 4.9% fundraisingTotal expenses: 112.08% of revenue

2021Expense mix: 80.7% mission · 15.4% management · 4.0% fundraisingTotal expenses: 87.47% of revenue

2020Expense mix: 82.0% mission · 14.4% management · 3.6% fundraisingTotal expenses: 54.03% of revenue

Money in and money out

Revenue$677,388

Expenses$655,934

Annual surplus $21,454 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$523,448 · 79.8% of expenses

Management and office costs$108,825 · 16.6% of expenses

Fundraising$23,661 · 3.6% of expenses

See all reported dollar amounts

Revenue$677,388

Expenses$655,934

Assets$7,606,352

Income$681,456

Contributions$163,325

Mission work (program services)$523,448

Fundraising$23,661

Management and general$108,825

Accounting fees$22,150

Investing fees$25,186

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DANIEL SCHLEGEL JREXECUTIVE DIRECTOR · 40 hrs/week $70,678Base $65,329 · Other $5,349

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

DANIEL SCHLEGEL JREXECUTIVE DIRECTOR

KERMA MURRAYBOARD MEMBER

TERESA HULLPRESIDENT

TED B MARKLEYBOARD MEMBER

SCOTT EMERYBOARD MEMBER

ROGER ROBISONBOARD MEMBER

MICHAEL FLORYBOARD MEMBER

MICHAEL CARTERBOARD MEMBER

LINDA FORSHEEBOARD MEMBER

KURT JOURDANTREASURER

ABBY MITCHELLVICE PRESIDENT

JOYCE JEWELLBOARD MEMBER

JAMES CAPSHEWBOARD MEMBER

GEOFF BRADLEYBOARD MEMBER

DAVE MUSGRAVEASSISTANT TREASURER

CHRISTINA JONESBOARD MEMBER

CHARLES AIKENBOARD MEMBER

AVALYN QUICKSECRETARY

About this charity

Recognized since: January 1973
Location: 202 EAST SIXTH STREET, BLOOMINGTON, IN 47408
County: Monroe
In care of: KURT JOURDAN
Primary officer: KURT JOURDAN, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(812) 332-2517

Filing and classification

Latest tax year: 2024
Tax period began: April 1, 2024
Return type: 990
Tax preparer: SPONSEL CPA GROUP LLC
NTEE classification: Visual Arts (A40)
IRS tax category: Visual Arts