2026-07-22T09:38:54-04:00 2025-12-31 352072184 DWC CPAS LLC 3454 DOUGLAS RD SOUTH BEND IN 46635 990 2025-01-01 351124156 NORTHERN INDIANA HISTORICAL SOCIETY INC NORT 5742359664 808 WEST WASHINGTON STREET SOUTH BEND IN 46601 BRIAN D HARDING EXECUTIVE DIRECTOR 5742359664 2026-06-24 true BRADLEY J FETHEROLF CPA P01766977 5742339366 2026-06-24 2025 2025-03-06 01:10:19Z THE HISTORY MUSEUM BRIAN D HARDING 808 W WASHINGTON ST SOUTH BEND IN 46601 2432532 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. 25 25 35 87 0 1870698 2125262 153454 141804 12438 53959 68088 40221 2104678 2361246 0 0 1003931 933290 0 59979 899142 942874 1903073 1876164 201605 485082 2050129 2517124 87044 65788 1963085 2451336 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 1238807 180442 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 2025: - THERE WERE 50,847 ADMISSIONS, 12,155 SCHOOL CHILDREN, 42 RENTAL EVENTS, 59 BUS TUOUR GROUPS,AND 744 MEMBERS. - EXHIBITS INCUDED 3 NEW EXHIBITS IN CHANGING GALLERIES, 3 CARRY-OVER EXHIBITS FROM THE PREVIOUS YEAR, AND 1 PERMANENT EXHIBIT. - EDUCATION AND PROGRAMMING - 27 PUBLIC PROGRAMS AND LECTURES, 5 TEACHER EVENTS, 5 PERFORMANCES OF A PLAY, 3 MUSICAL EVENTS. 2,384 CHILDREN PARTICIPATED IN CABIN DAYS PROGRAMMING, PLUS 2,972 PEOPLE PARTICIPATED IN OUT TOUCH-A-TRUCK AND TRUNK-OR-TREAT FAMILY EVENTS, AND OUR 40 PODCAST EPISODES RECEIVED OVER 6,000 DOWNLOADS. - FACILITIES - OVER 25 FACILITY IMPROVEMENTS: UPGRADES TO BUILDING MECHANICALS, LIFE SAFTEY, AND GROUNDS/GARDENS. - THE MUSEUM ACHIEVED REACCREDITATION FROM THE AMERICAN ALLIANCE OF MUSEUMS AND WAS INDUCTED INTO THE SOUTH BEND COMMUNITY HALL OF FAME FOR SIGNIFICANT CONTRIBUTIONS TO EDUCATION. 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. 1238807 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 9 0 35 true false false false false false true true false false false false false false false false X 25 25 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 84990 0 0 JUDI MILLER DIRECTOR FIN 39.00 1.00 X 61865 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 JAKE GRAHAM CPA 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 PINKY DALAL GABA TRUSTEE 1.00 X 0 0 0 KERRY STEPHENS TRUSTEE 1.00 0.50 X 0 0 0 JAMES SAWDON 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 1.00 X 0 0 0 JENAL ZAK TRUSTEE 1.00 X 0 0 0 HEATHER SHORT PHD 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 146855 false false false 30860 291284 371233 560898 870987 2125262 ADMISSIONS 712110 141804 141804 141804 54089 54089 38638 38638 38638 38638 3268 3398 -130 -130 -130 18350 291284 53459 -35109 35138 14429 20709 20709 SHARED-USE CHARGES 712110 9996 9996 OTHER 712110 5987 5987 15983 2361246 178366 92727 146855 110593 36262 699812 490441 209371 25294 10492 13950 852 61329 36465 22090 2774 16785 16785 773 773 41599 41599 82019 14871 60346 6802 14007 6136 7317 554 20405 20405 178686 175470 3216 59192 49664 9528 52223 38359 13777 87 EXHIBITS 245284 245284 REPAIRS AND MAINTENANCE 168260 165232 3028 OTHER 21501 21501 EQUIPMENT EXPENSES 12731 12731 29409 6393 10368 12648 1876164 1238807 577378 59979 1051858 1292686 48000 324353 37776 5422 35645 38405 21206 32316 1770240 1008026 799791 762214 55853 61728 2050129 2517124 83744 61200 3300 4588 87044 65788 X 1884621 2152813 78464 298523 1963085 2451336 2050129 2517124 X 485082 3169 X false true X true false X 1699134 1630334 1555582 1870698 2125262 8881010 473884 361167 361167 374331 361167 1931716 2173018 1991501 1916749 2245029 2486429 10812726 1095423 9717303 39045 41768 41063 38229 92727 252832 11065558 959219 0.87820 0.88190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 8322916 1334056 371233 40725 9245014 7570713 3590 1146048 363706 33729 8322916 6825195 22710 1039691 281642 35241 7570713 8187878 -998210 328483 35990 6825195 7241467 25470 1258505 300206 37358 8187878 1.00000 true true true 330232 330232 1158940 756286 402654 160581 143111 17470 120487 108629 11858 762214 X 2781215 3169 361167 56406 420742 2360473 773 773 2361246 2292964 361167 56406 417573 1875391 773 773 1876164 SCHEDULE D, PAGE 1, PART III, LINE 1A TERMS FOR NOT REPORTING PER SFAS 116 WE COLLECT ARTIFACTS RELATING TO THE HISTORY OF ST. JOSEPH RIVER VALLEY AND NORTHERN INDIANA. OUR COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTERANCE OF PUBLIC SERVICES RATHER THAN FINANCIAL GAIN. COLLECTIONS ARE THE MOST VALUABLE ASSET OF THE SOCIETY, AND ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED. AS A MATTER OF POLICY, THE PROCEEDS OF ITEMS FOR 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 STATEMENT OF FINANCIAL POSITION, NOR DO WE RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUE IN THE STATEMENTS OF ACTIVITIES. SINCE ITEMS ACQUIRED FOR COLLECTION BY PURCHASE ARE NOT CAPITALIZED, THE COST OF THESE ACQUISITIONS IS REPORTED AS DECREASES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES, WHILE PROCEEDS FROM ITEM DISPOSED OR DEACCESSIONS ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENTS OF ACTIVITIES. 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, 2025 OR 2024, 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, 2022. SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF GOODS SOLD 14,429 SPECIAL EVENT EXPENSES 41,977 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 14,429 SPECIAL EVENT EXPENSES 41,977 ANNUAL GALA 290555 279355 11200 18888 21419 4764 8388 JUNETEENTH LUNC 9689 2539 7150 300244 281894 18350 18888 21419 4764 8388 53459 -35109 X 226 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 2025: - THERE WERE 50,847 ADMISSIONS, 12,155 SCHOOL CHILDREN, 42 RENTAL EVENTS, 59 BUS TUOUR GROUPS,AND 744 MEMBERS. - EXHIBITS INCUDED 3 NEW EXHIBITS IN CHANGING GALLERIES, 3 CARRY-OVER EXHIBITS FROM THE PREVIOUS YEAR, AND 1 PERMANENT EXHIBIT. - EDUCATION AND PROGRAMMING - 27 PUBLIC PROGRAMS AND LECTURES, 5 TEACHER EVENTS, 5 PERFORMANCES OF A PLAY, 3 MUSICAL EVENTS. 2,384 CHILDREN PARTICIPATED IN CABIN DAYS PROGRAMMING, PLUS 2,972 PEOPLE PARTICIPATED IN OUT TOUCH-A-TRUCK AND TRUNK-OR-TREAT FAMILY EVENTS, AND OUR 40 PODCAST EPISODES RECEIVED OVER 6,000 DOWNLOADS. - FACILITIES - OVER 25 FACILITY IMPROVEMENTS: UPGRADES TO BUILDING MECHANICALS, LIFE SAFTEY, AND GROUNDS/GARDENS. - THE MUSEUM ACHIEVED REACCREDITATION FROM THE AMERICAN ALLIANCE OF MUSEUMS AND WAS INDUCTED INTO THE SOUTH BEND COMMUNITY HALL OF FAME FOR SIGNIFICANT CONTRIBUTIONS TO EDUCATION. 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 2026 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 2024. 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. FORM 990, PART XI, LINE 9 COST OF GOODS SOLD 14,429 SPECIAL EVENT EXPENSES 41,977 COST OF GOODS SOLD -14,429 SPECIAL EVENT EXPENSES -41,977 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 371233 CASH NO INDIANA HISTORICAL SOCIETY FOUN N NO INDIANA HISTORICAL SOCIETY FOUN O