MONROE COUNTY HISTORICAL SOCIETY INC

EIN: 237313245 501(c)(3)

BLOOMINGTON, IN

Total Revenue
$677,388
Total Expenses
$655,934
Total Assets
$7,606,352
Net Assets
$7,606,352
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
IN
Principal Officer
KURT JOURDAN
Phone
8123322517
Tax Period
2024-04-01 to 2025-03-31

MONROE COUNTY HISTORICAL SOCIETY INC, founded in 1973, is a small nonprofit that reported $677K in total revenue in fiscal year 2024. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $656K left a modest 3% surplus.

Mission

TO COLLECT, PRESERVE, RESEARCH, INTERPRET AND EXHIBIT THE HISTORY AND ARTIFACTS OF MONROE COUNTY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $163,325
Program Service Revenue $29,688
Investment Income $288,692
Other Revenue $195,683
TOTAL REVENUE $677,388

Expense Breakdown

Grants Paid $0
Salaries & Benefits $348,519
Fundraising Expenses $23,661
Program Expenses $523,448
Other Expenses $307,415
TOTAL EXPENSES $655,934

Year-over-Year Comparison

2024 2023 Change
Revenue $677,388 $1,667,203 -0.6%
Expenses $655,934 $646,335 +0.0%
Net Income $21,454 $1,020,868 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
17
Independent Members
17
Employees
12
Volunteers
90

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$70,678
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TERESA HULL PRESIDENT 1.00
Officer Director
$0 $0 $0
ABBY MITCHELL VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
KURT JOURDAN TREASURER 1.00
Officer Director
$0 $0 $0
AVALYN QUICK SECRETARY 1.00
Officer Director
$0 $0 $0
DAVE MUSGRAVE ASSISTANT TREASURER 1.00
Officer Director
$0 $0 $0
CHARLES AIKEN BOARD MEMBER 1.00
Director
$0 $0 $0
GEOFF BRADLEY BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES CAPSHEW BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL CARTER BOARD MEMBER 1.00
Director
$0 $0 $0
SCOTT EMERY BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTINA JONES BOARD MEMBER 1.00
Director
$0 $0 $0
LINDA FORSHEE BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL FLORY BOARD MEMBER 1.00
Director
$0 $0 $0
JOYCE JEWELL BOARD MEMBER 1.00
Director
$0 $0 $0
TED B MARKLEY BOARD MEMBER 1.00
Director
$0 $0 $0
KERMA MURRAY BOARD MEMBER 1.00
Director
$0 $0 $0
ROGER ROBISON BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL SCHLEGEL JR EXECUTIVE DIRECTOR 40.00
Officer
$65,329 $5,349 $70,678
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $677,388 $655,934 $7,606,352 $21,454
2024 $1,667,203 $646,335 $7,452,838 $1,020,868
2023 $551,694 $618,355 $6,577,884 $-66,661
2022 $662,993 $579,899 $7,281,106 $83,094
2021 $1,007,835 $544,518 $7,002,534 $463,317
Explore More Nonprofits
Top 100 Nonprofits in Indiana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare MONROE COUNTY HISTORICAL SOCIETY INC with other nonprofits in Indiana and across the country.