Southwestern Indiana Historical Society Inc

Nonprofit profile at a glance

EIN
621513458
IRS 990-EZ coverage
2021–2025
Forms available
Form 990 2020, Form 990-EZ 2025
Location
Evansville, IN, USA
Phone
8124776777
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies & Historic Preservation

Reported finances

Revenue
$1,631
Expenses
$220
Assets
$43,612
Liabilities
$0

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

Leadership & pay

9 people listed

Executive titles in this filing

  • Robert C Spear (President and Director)
  • Jennifer A Greene (Vice President and Director)

People named in this filing

  • Robert C Spear (President and Director)
  • Jennifer A Greene (Vice President and Director)
  • Vivian M Taylor (Secretary-Treasurer and Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

Southwestern's primary purpose is to promote interest in and the study of the history of Southwestern Indiana.

What it reported doing in 2025

The program expense of $200 was for eight speakers who presented programs to the society. The fee for each of the speakers was $25. The programs are free to the public attending the meetings.

Operating model

Revenue model
Investment-supported. 82% of the money available for current operations came from recurring investment income.
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.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 43
  • Transparency & Controls: 82
  • Sustainability: 90
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 14.4%; rating input score 14
  • Program expense ratio: 90.9%; rating input score 91

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 86.5%; rating input score 98; 98th percentile among comparable filings
  • Total-asset coverage ratio: 198.24; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 14.7% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: 4.4% per year; rating input score 100; 67th percentile among comparable filings
  • Asset growth: 0.4% per year; rating input score 100; 40th percentile among comparable filings

Details

  • Where the money goes: 14.4% of revenue deployed · 90.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $200 in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 14/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.