MISSOURI HISTORICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

MISSOURI HISTORICAL SOCIETY

EIN 43-0654866 · Arts, Culture & Humanities (A540)

What they do

THE MISSOURI HISTORICAL SOCIETY (MHS) is A MISSOURI PRO FORMA DECREE, NOT-FOR-PROFIT CORPORATION WHOSE PRIMARY FUNCTIONS ARE EDUCATIONAL and COMMUNITY PROGRAMS; COLLECTIONS and CONSERVATION; LIBRARY and RESEARCH; and EXHIBITIONS. (CONTINUED IN SCHEDULE O) MHSS MISSION is to SERVE AS THE CONFLUENCE of HISTORICAL PERSPECTIVES and CONTEMPORARY ISSUES to INSPIRE and ENGAGE OUR AUDIENCES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.70 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 leaders48 people are listed in the latest report.

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

Money made simple

50.85%of revenue went to mission work78.7% of expenses · Program services

4.65%of revenue went to fundraising7.2% of expenses

$64.62spent for every $100 of revenueRevenue covered expenses this year.

9.12%of revenue went to management and office costs14.1% of expenses

$6.89in assets for every $1 spent this yearSome assets cannot be spent right away.

62.4%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 $322,948 for JODY SOWELL (PRESIDENT AND CEO). 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$35,078,903

Mission workProgram services$17,837,10750.85% of revenue78.7% of expenses

ManagementOffice and general costs$3,200,7399.12% of revenue14.1% of expenses

FundraisingAsking for donations$1,630,6854.65% of revenue7.2% of expenses

Revenue left after expensesReported annual surplus$12,410,37235.38% of revenueShown in gray on the chart

Total expenses$22,668,53164.62% 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: 78.7% mission · 14.1% management · 7.2% fundraisingTotal expenses: 64.62% of revenue

2023Expense mix: 78.9% mission · 14.5% management · 6.6% fundraisingTotal expenses: 97.52% of revenue

2022Expense mix: 76.4% mission · 16.7% management · 6.8% fundraisingTotal expenses: 103.30% of revenue

2021Expense mix: 75.5% mission · 17.8% management · 6.7% fundraisingTotal expenses: 51.18% of revenue

2020Expense mix: 75.8% mission · 16.9% management · 7.3% fundraisingTotal expenses: 62.16% of revenue

2019Expense mix: 76.8% mission · 15.5% management · 7.7% fundraisingTotal expenses: 40.10% of revenue

2018Expense mix: 81.5% mission · 13.4% management · 5.1% fundraisingTotal expenses: 120.92% of revenue

2017Expense mix: 89.1% mission · 7.8% management · 3.2% fundraisingTotal expenses: 87.59% of revenue

Money in and money out

Revenue$35,078,903

Expenses$22,668,531

Annual surplus $12,410,372 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)$17,837,107 · 78.7% of expenses

Management and office costs$3,200,739 · 14.1% of expenses

Fundraising$1,630,685 · 7.2% of expenses

See all reported dollar amounts

Revenue$35,078,903

Expenses$22,668,531

Assets$156,271,399

Income$119,233,020

Contributions$21,905,859

Mission work (program services)$17,837,107

Fundraising$1,630,685

Management and general$3,200,739

Executive compensation (total)$749,012

Stocks and bonds$105,175,506

Accounting fees$60,316

Investing fees$271,347

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

JODY SOWELLPRESIDENT AND CEO · 40 hrs/week $322,948Base $295,027 · Other $27,921

KAREN M GOERINGMANAGING DIRECTOR - OPERATIONS · 40 hrs/week $234,159Base $211,658 · Other $22,501

CHRISTINA RENZCHIEF FINANCIAL OFFICER · 40 hrs/week $206,510Base $185,702 · Other $20,808

KATHERINE VAN ALLENMANAGING DIRECTOR - MUSEUM SERVICES · 40 hrs/week $177,107Base $166,072 · Other $11,035

MELISSA JONESMANAGING DIRECTOR - PHILANTHROPY · 40 hrs/week $174,584Base $171,105 · Other $3,479

DARA TAYLORMANAGING DIRECTOR - DEIA · 40 hrs/week $171,568Base $142,324 · Other $29,244

SAM MOOREMANAGING DIRECTOR - PUBLIC HISTORY · 40 hrs/week $169,240Base $150,750 · Other $18,490

MICHAEL SUTERDIRECTOR OF INFORMATION TECHNOLOGY · 40 hrs/week $124,011Base $108,346 · Other $15,665

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 (48)

JODY SOWELLPRESIDENT AND CEO

KAREN M GOERINGMANAGING DIRECTOR - OPERATIONS

CHRISTINA RENZCHIEF FINANCIAL OFFICER

KATHERINE VAN ALLENMANAGING DIRECTOR - MUSEUM SERVICES

MELISSA JONESMANAGING DIRECTOR - PHILANTHROPY

DARA TAYLORMANAGING DIRECTOR - DEIA

SAM MOOREMANAGING DIRECTOR - PUBLIC HISTORY

MICHAEL SUTERDIRECTOR OF INFORMATION TECHNOLOGY

PETER GOODETRUSTEE

MARK UTTERBACKTRUSTEE

MARVIN ANDERSONTRUSTEE

MARY ELLEN PONDERTRUSTEE

MARY P HEGERTREASURER

MONIQUE GARRIS-BINGHAMTRUSTEE

PATRICK SLYTRUSTEE

PAUL E MARTINTRUSTEE

PETE RICHARDSONTRUSTEE

LAUREN NASH MINGTRUSTEE

PETER KASTORVICE CHAIRMAN

PHOEBE DENT WEILTRUSTEE

RAYMOND W PETERS IITRUSTEE

RICHARD JENSENTRUSTEE

ROBERT W FULSTONETRUSTEE

ROBIN HATTORITRUSTEE

S WRAY CLAYTRUSTEE

SANDRA M MOORECHAIRMAN

STEVE EHLMANNTRUSTEE

DOUGLAS KOCHTRUSTEE

AMY HUNTERTRUSTEE

ANN CADY SCOTTTRUSTEE

ANNA ERIKO CROSSLINTRUSTEE

ASIM RAZATRUSTEE

AUSTIN TAOTRUSTEE

CHARLIE CLAGGETTTRUSTEE

DAVID LOESCHTRUSTEE

DAVID SCHLAFLYTRUSTEE

DEBBIE MONTERREYTRUSTEE

DON AVENTRUSTEE

LYNN BECKWITHTRUSTEE

HARRY RATLIFFTRUSTEE

JEFFREY JACOBYTRUSTEE

JOVITA FOSTERSECRETARY

JULIE DUBRAYTRUSTEE

KENNETH KRANZBERGTRUSTEE

KIM EBERLEINTRUSTEE

LAURA SHAUGHNESSYTRUSTEE

AMIT SHAHTRUSTEE

LISA MCLAUGHLINTRUSTEE

About this charity

Recognized since: January 1943
Location: PO BOX 775460, SAINT LOUIS, MO 63177-5460
County: St. Louis (city)
In care of: DR JODY SOWELL
Primary officer: DR JODY SOWELL, PRESIDENT AND CEO

How to reach them

WebsiteVisit the charity’s website Phone(314) 454-3146

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: RUBINBROWN LLP
NTEE classification: Arts, Culture & Humanities (A540)
IRS tax category: Museums