Missouri Historical Society

Nonprofit profile at a glance

EIN
430654866
IRS 990 coverage
2010–2025
Official website data refreshed
Sep 2026
Forms available
Form 990 2025
Location
St. Louis, MO, US
Phone
(314) 746-4599
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
History Museums

Official website

Reported finances

Revenue
$23,607,289
Expenses
$22,245,087
Assets
$167,842,009
Liabilities
$3,013,326

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

49 people listed

Executive titles in this filing

  • JODY SOWELL (PRESIDENT AND CEO)

Highest reported compensation

  • JODY SOWELL (PRESIDENT AND CEO): $338,158 total reported compensation
  • CHRISTINA RENZ (CHIEF FINANCIAL OFFICER): $213,772 total reported compensation
  • MELISSA JONES (MANAGING DIRECTOR - PHILANTHROPY): $186,513 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Missouri Historical Society finds and shares meaningful connections to the past that deepen understanding and inspire a better future for all.

What it reported doing in 2025

Library and collections and digital initiatives: the Missouri historical society stewards one of the nation's premier regional history collections, preserving and sharing the stories of st. Louis, Missouri, the Mississippi and Missouri valleys, the Louisiana purchase territory, and the american west. These collections are preserved, documented, digitized, and made accessible for current and future generations through the work of dedicated staff. Mhs collections serve a broad audience of researchers, students, educators, community members, media professionals, artists, and visitors from around the world. Access is provided through the library & research center, exhibitions at the Missouri history museum and soldiers memorial military museum, loans to partner institutions, publications, educational programs, digital collections, and online resources. In 2025, the library & research center welcomed 5,099 in-person researchers and visitors. Staff provided reference assistance to 2,050 individuals remotely, helping people explore family histories, support academic scholarship, document community stories, and access historical resources. Mhs's digital platforms further expanded public access, with 497,326 users of the online collections search and 4.6 million page views on mohistory.org. The mhs collections currently include more than 180,000 objects, over 100,000 library volumes, nearly 8,000 linear feet of manuscript records, more than one million photographs and prints, and over 67,000 sound and moving image items. Together, these collections document the experiences, achievements, and everyday lives of the diverse people and communities that have shaped our region. The collections continue to grow through the generosity of donors and strategic collecting efforts that ensure the historical record reflects a broad range of voices and experiences. In 2025, mhs received 115 collection donations and made 8 purchases through institutional acquisition funds. These additions strengthen the society's ability to preserve the region's history and make it accessible to the public through research, exhibitions, educational programming, and digital initiatives.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 89
  • Accountability: 100
  • Sustainability: 62
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.4%; rating input score 79
  • Program expense ratio: 78.6%; rating input score 79
  • Fundraising efficiency: $10.54 raised per $1 spent on fundraising; rating input score 34; 34th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5.8%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 7.55; rating input score 83; 83rd percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 86; 86th percentile among comparable filings
  • Officer compensation ratio: 6.8%; rating input score 44; 44th percentile among comparable filings

Growth

  • Program expense growth: 1.1% per year; rating input score 100; 14th percentile among comparable filings
  • Revenue growth: 3.9% per year; rating input score 100; 31st percentile among comparable filings
  • Asset growth: 7.2% per year; rating input score 100; 51st percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 79.4% of revenue deployed · 78.6% of spending went to programs
  • Governance: 41 of 41 board members independent · 9 of 9 filing controls reported
  • Programs: 8 filed program accomplishments · $17.5M in reported program spending
  • Leadership: top reported pay $338K · 49 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $575K reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 34/100.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • Moderate — Sustainability: Officer compensation ratio scored 44/100.