The Mormon History Association is an independent organization dedicated to the study and understanding of all aspects of Mormon History; promoting its goals through scholarly research, conferences, awards, and publications.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
Run by 64 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $24K a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$72K
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $570K in investments, Pt X · Ln 11–13
Looks good: 6.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $15K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$217
0.03% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 12 voting members
Looks good: 11 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$367K
+12% vs prior year
Spent
$256K
To programs
66%
Net assets
$699K
By yearFY2020–FY2024
Revenue
$367K
FY2024▲ +12%
Tap a bar for its year
Revenue by fiscal year
FY2020$161K
FY2021$285K
FY2022$329K
FY2023$327K
FY2024$367K
Expenses
$256K
FY2024▼ -22%
Tap a bar for its year
Expenses by fiscal year
FY2020$181K
FY2021$247K
FY2022$335K
FY2023$329K
FY2024$256K
Net assets
$699K
FY2024▲ +21%
Tap a bar for its year
Net assets by fiscal year
FY2020$600K
FY2021$638K
FY2022$548K
FY2023$579K
FY2024$699K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $169K Management & general 33% · $84K Fundraising 1% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $72K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$71,875Pt VII · Sec A
President Elect
$0Pt VII · Sec A
Past President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Christine Blythe$71,875$87,500$70,625——
Barbara Jones Brown——$17,840$75,000$75,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Mormon History Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes understanding of Mormon history through research, conferences, and publications.

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Provided by the organization

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3 programs · $169K · in their own filed words · FY2024
01

The Association holds an annual conference for all members, for the presentation of scholarly papers, panels, awards, fields trips, and other presentations and activites dealing with Mormon history.

$124Kprogram expense
02

The Association publishes a scholarly journal, the "Journal of Mormon History," devoted to rigorously peer-reviewed articles and book reviews about Mormon history. The Journal is published quarterly.

$34Kprogram expense
03

Each year, awards of recognition are presented for best books, articles, and others deemed appropriate by the Association.

$11Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Grants paid · 10 grants · $72K · 2020–2024
Unitemized GrantFY2024$11,050
Unitemized GrantFY2024$3,200
Unitemized GrantFY2023$11,450
Unitemized GrantFY2023$4,580
Unitemized GrantFY2022$10,874
Unitemized GrantFY2022$5,170
Unitemized GrantFY2022$2,500
Unitemized GrantFY2021$10,048
Unitemized GrantFY2021$5,000
Unitemized GrantFY2020$8,150

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$367K
Ln 12
Fees for servicesLn 2g$235K
Gifts and grantsLn 1h$99K
Investment incomeLn 3$31K
Money outPt IX
$256K
Ln 25
Programscol B$169K
Managementcol C$84K
Fundraisingcol D$3K
Owns and owesPt X
$699K
net assets · Ln 32
Cash and savingsLn 1–2$129K
Total assetsLn 16$699K
LiabilitiesLn 26$217
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$99K
Fees for servicesLn 2g$235K
Investment incomeLn 3$31K
Other incomeLn 4–11$2K
Total revenueLn 12$367K
Assets in detailPt X, end of year
CashLn 1$129K
SavingsLn 2$100
Cash and savings togetherLn 1–2$129K
InvestmentsLn 11–13$570K
Total assetsLn 16$699K
LiabilitiesLn 26$217
Net assetsLn 32$699K
OperationsPt I, VI
EmployeesI 50
VolunteersI 664
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$53K$129K
InvestmentsLn 11–13$526K$570K
Total assetsLn 16$579K$699K
LiabilitiesLn 26$322$217
Net assetsLn 32$579K$699K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$14K$14K
Pay of current officers, directors and key staffLn 5$72K$15K$54K$3K
Other salaries and wagesLn 7$1K$1K
Accounting feesLn 11c$9K$9K
Investment management feesLn 11f$6K$6K
Other fees for servicesLn 11g$2K$2K$244
Office expensesLn 13$13K$13K
Information technologyLn 14$2K$2K
TravelLn 17$2K$2K
Conferences, conventions and meetingsLn 19$123K$121K$3K
Other expenses (24a–d)Ln 24$14K$14K
Total functional expensesLn 25$256K$169K$84K$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $367K$256K$110K$699K 990 PDF
FY2023 $327K$329K−$2K$579K 990 PDF
FY2022 $329K$335K−$6K$548K 990 PDF
FY2021 $285K$247K$39K$638K 990 PDF
FY2020 $161K$181K−$20K$600K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $366,790 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $81,233$98,746
I-9 Program service revenuePrior year $230,532$235,208
I-10 Investment incomePrior year $12,545$30,653
I-11 Other revenuePrior year $2,545$2,183
I-12 Total revenuePrior year $326,855$366,790
I-13 Grants and similar amounts paidPrior year $16,030$14,250
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $87,500$72,875
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $225,458$169,181
I-18 Total expensesPrior year $328,988$256,306
I-19 Revenue less expensesPrior year −$2,133$110,484
Part VI · Governance 11 of 12 board members independent, 4 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members11
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $366,790 across 6 lines filed
VIII-1f All other contributions, gifts and grants$98,746
VIII-1h Total contributions, gifts and grants$98,746
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $235,208$235,208
VIII-3 Investment incomeExcluded from tax $30,653$30,653
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,183$2,183
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $268,044$366,790
Part IX · Statement of functional expenses $256,306 across 11 lines filed
IX-2 Grants to domestic individualsPrograms $14,250$14,250
IX-5 Pay of current officers, directors and key staffPrograms $14,575 · Management $53,906 · Fundraising $3,394$71,875
IX-7 Other salaries and wagesPrograms $1,000$1,000
IX-11c Accounting feesManagement $9,035$9,035
IX-11f Investment management feesManagement $5,508$5,508
IX-11g Other fees for servicesPrograms $1,500 · Management $244$1,744
IX-13 Office expensesManagement $12,889$12,889
IX-14 Information technologyPrograms $1,785$1,785
IX-17 TravelPrograms $1,607$1,607
IX-19 Conferences, conventions and meetingsPrograms $120,506 · Management $2,517$123,023
IX-24 Other expenses (24a–d)Programs $13,590$13,590
IX-25 Total functional expensesPrograms $168,813 · Management $84,099 · Fundraising $3,394$256,306
Part X · Balance sheet $699,185 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $52,992$129,226
X-2 Savings and temporary cash investmentsStart of year $100$100
X-11 Publicly traded securitiesStart of year $525,775$569,859
X-16 Total assetsStart of year $578,867$699,185
X-17 Accounts payable and accrued expensesStart of year $322$217
X-26 Total liabilitiesStart of year $322$217
X-27 Net assets without donor restrictionsStart of year $186,188$277,379
X-28 Net assets with donor restrictionsStart of year $392,357$421,589
X-32 Total net assets or fund balancesStart of year $578,545$698,968
X-33 Total liabilities and net assetsStart of year $578,867$699,185
Part XI · Reconciliation of net assets $698,968 net assets at year end
XI-1 Total revenue$366,790
XI-2 Total expenses$256,306
XI-3 Revenue less expenses$110,484
XI-4 Net assets at start of year$578,545
XI-5 Net unrealized gains (losses) on investments$9,939
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$698,968

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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